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First Command Advisory Services CRD 281958
$24.4B regulatory AUM 1,013 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-12-15 |
| GA | RA | APPROVED | 2015-12-15 |
| TX | RA | APPROVED_RES | 2015-12-15 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
320 1St Street. N., Jacksonville Beach, FL 32250 • United States
Pointe Verde Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 03/2003 | Present |
| First Command Financial Services, Inc | Fort Worth | TX | 08/2003 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
(1) Name of the other business: Porcelli INC Whether the business is investment-related: Yes Address of the other business: Ponte Vedra Beach, FL 32082 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: President The start date of your relationship: Nov 21, 2005 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: I have an "S" Corp. Only current holding is I own Suite 601 and 602 @ 320 1st Street Jacksonville Beach, Fl 32250. This space is rented out to Brooke Lazzarini DA for the First Coast District of First Command Financial Services. It is also where my office is located. I manage the property as well (2) Name of the other business: Friars Legacy LLC Whether the business is investment-related: No Address of the other business: 1015 Atlantic BLVD., #415 Atlantic Beach FL 32233 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Silent Partner/Owner The start date of your relationship: Jul 03, 2025 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: No duties. An investor in the LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-09 |
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